business planning
At times I get my ideas for articles from unusual places. Last Sunday I was sitting in our church when the pastor noticed a less than average crowd. He then made the comment that “Preparation Matters” and went on to say that he thinks many in the congregation had not planned for the…
Read MoreOur friends at Clifton Larson Allen have sent out a short white paper entitled “2023 Economic Outlook: Ignore the Headlines”. You can access the paper here. The white paper lists three key insights for businesses to consider: Will there be a recession or not? There will be both Tailwind and Headwind economic indicators…
Read MoreIf you follow the stock markets and study them, you might have seen an “Open Letter” that Brad Gerstner, a principal at Altimeter Capital, and stockholder in Meta (formerly Facebook) sent to Meta founder and CEO Mark Zuckerberg this week. You can read the letter here. Gerstner is still a stockholder and apparent fan of…
Read MoreLabor Day means a lot of different things to many people. It might mean the end of the Summer, Back-to-School time, the start of football season, or the start of the political campaign season. For me, however, when I ran my funeral business, it was always the funeral home yearly check-up time. You see, after…
Read MoreWhen I was in my working and funeral home owning/ managing years Labor Day passed and Angie got the kids off for a new school year and I started the financial planning for the next year at the funeral home. Yes, the 3rd Quarter was not even completed in the current year and there was…
Read MoreWe told you yesterday that Carriage Services CEO and Chairman Mel Payne had published a lengthy Letter to Shareholders in early April. In that letter, that you can access here, he painted what we call a somewhat aspirational future for Carriage Services, after first pointing out how they got to where they are today. Today,…
Read MoreFor the 33 years that I operated my own funeral home I was a lot like a lot of you out there. I was so busy dealing with families, making sure that funerals were done correctly, and, just basically, operating the business on a day to day basis that long -range planning sometimes went by…
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